Welcome,

Welcome to the first Integrated Advisory Town Hall. Integrated Advisory empowers CPAs to lead their clients’ financial strategy with a connected network of professionals—simplifying complexity and unlocking new growth.

In this 30 minute update, we share key network updates, strategic insights, and what’s ahead for Integrated Advisory. This new format is designed to bring clarity, consistency, and connection across the network. 

Here’s a quick look at what to expect:

  • Introduction and Integrated Advisory Update | Tim Coakwell | 0:10

  • Learning and Development Update | Zak Smith | 11:36

  • Marketing and Communications Update | Bryton Udy | 17:04

  • Compliance Update | Sophie Blais | 20:56

  • WealthCo Group of Companies Update | Sophie Blais | 26:46

  • Closing Remarks and Next Steps | Zak Smith | 32:05

Resources mentioned in the town hall

 

We’d love your feedback.
Please take a moment to complete our brief survey to let us know what you thought of this format and what you'd like to see going forward.